Sentinel Pension Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sentinel Pension Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Sell	27,922 -249	-0.9%	-$23.5K	0.35%	34
2026 Q1	$2.47M	Buy	28,171 +1,461	+5%	+$133K	0.37%	36
2025 Q4	$2.39M	Sell	26,710 -1,388	-5%	-$124K	0.37%	34
2025 Q3	$2.5M	Sell	28,098 -318	-1%	-$27.6K	0.4%	34
2025 Q2	$2.38M	Buy	28,416 +381	+1%	+$30.2K	0.4%	35
2025 Q1	$2.24M	Sell	28,035 -113	-0.4%	-$9.26K	0.41%	33
2024 Q4	$2.28M	Sell	28,148 -1,799	-6%	-$150K	0.42%	34
2024 Q3	$2.49M	Sell	29,947 -3,142	-9%	-$252K	0.48%	32
2024 Q2	$2.58M	Buy	33,089 +243	+0.7%	+$18.4K	0.54%	29
2024 Q1	$2.5M	Sell	32,846 -148	-0.4%	-$10.8K	0.54%	29
2023 Q4	$2.32M	Sell	32,994 -983	-3%	-$64.9K	0.55%	29
2023 Q3	$2.16M	Buy	33,977 +419	+1%	+$27.8K	0.53%	32
2023 Q2	$2.24M	Sell	33,558 -716	-2%	-$45.5K	0.54%	31
2023 Q1	$2.13M	Sell	34,274 -208	-0.6%	-$12.8K	0.54%	32
2022 Q4	$2.08M	Buy	34,482 +2,102	+6%	+$125K	0.65%	30
2022 Q3	$1.75M	Sell	32,380 -1,562	-5%	-$92.4K	0.61%	29
2022 Q2	$1.95M	Buy	33,942 +3,755	+12%	+$228K	0.65%	29
2022 Q1	$1.92M	Buy	30,187 +2,660	+10%	+$168K	0.65%	32
2021 Q4	$1.81M	Sell	27,527 -3,454	-11%	-$217K	0.57%	32
2021 Q3	$1.82M	Sell	30,981 -15,481	-33%	-$948K	0.62%	28
2021 Q2	$2.77M	Sell	46,462 -89,535	-66%	-$5.29M	0.97%	22
2021 Q1	$6.61M	Buy	135,997 +26,129	+24%	+$1.43M	2.43%	12
2020 Q4	$5.93M	Buy	109,868 +7,095	+7%	+$367K	2.17%	12
2020 Q3	$5.09M	Buy	102,773 +8,975	+10%	+$436K	1.97%	15
2020 Q2	$4.27M	Buy	93,798 +3,558	+4%	+$154K	1.78%	14
2020 Q1	$3.51M	Buy	90,240 +22,404	+33%	+$1.02M	1.71%	15
2019 Q4	$3.29M	Buy	+67,836	New	+$3.17M	2.14%	8

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sentinel Pension Advisors's DGRW Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.88% in Q2 2026, selling an estimated $23.5K and leaving 27,922 shares worth $2.68M. The position accounts for 0.35% of the portfolio, ranked #34.

Sentinel Pension Advisors first reported a position in DGRW in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.61M in Q1 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Sentinel Pension Advisors held 27,922 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.68M as of Q2 2026.
Sentinel Pension Advisors sold 249 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $23.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.35% of Sentinel Pension Advisors's portfolio in Q2 2026, its #34 holding.
Sentinel Pension Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.61M in Q1 2021.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.